# Trustees Of Plasterers' Local 8 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-plasterers-local-8-pension-fund-232652951-002

> Trustees Of Plasterers' Local 8 Pension Fund's DB plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Plasterers' Local 8 Pension Fund

- **Sponsor EIN:** 232652951

- **Sponsor Address:** 7821 BARTRAM AVENUE SUITE 102, PHILADELPHIA, PA, 191533233

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 87

- **Total Assets:** $29.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|87|$29.8M|$1.5M|$0|

| 2023|97|$28.3M|$1.5M|$0|

| 2022|105|$26.7M|$1.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$67,667|—|$67,667|

| BOYD WATTERSON ASSET MGMT LLC|Other Service Provider|$66,438|—|$66,438|

| JOE MOSKAUSKI|Other Service Provider|—|$59,752|$59,752|

| RAE GROUP LLC|Other Service Provider|$49,500|—|$49,500|

| NOVAK FRANCELLA, LLC|Auditor|$34,979|—|$34,979|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$29,677|—|$29,677|

| JOANN PROCOPIO|Other Service Provider|—|$26,748|$26,748|

| PRINCIPAL|Other Service Provider|$24,869|—|$24,869|

| CORBIN CAPITAL PARTNERS LP|Other Service Provider|$21,395|—|$21,395|

| SEGALL BRYANT & HAMILL LLC|Other Service Provider|$18,182|$927|$19,109|

| SUSANIN WIDMAN & BRENNAN, PC|Other Service Provider|$18,620|—|$18,620|

| HARDMAN JOHNSTON GLOBAL ADVISORS|Other Service Provider|$13,231|—|$13,231|

| CHARTWELL INVESTMENT PARTNERS LLC|Other Service Provider|$11,186|—|$11,186|

| MWM LAW, LLC|Other Service Provider|$5,730|—|$5,730|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $448,901

- **Estimated Expense Ratio:** 1.505% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$566,088|$233,270|—|$30,795|—|

| 2023|$364,234|$102,815|—|$32,429|—|

| 2022|$336,760|$102,846|—|—|$60,850|

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